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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,048 | $65,703-23.8% | $94,228-46.9% | $59,633-16.1% |
| Participation rate | 78.7% | 72.1%+6.6pp | 78.8%-0.1pp | 68.7%+10.0pp |
| Annual return | -0.57% | 5.22%-5.8pp | 10.68%-11.3pp | 2041.40%-2042.0pp |
| Employer contribution / active EE | $821 | $2,021-59.3% | $3,587-77.1% | $2,203-62.7% |
| Participant deferral / active EE | $4,999 | $3,143+59.1% | $4,320+15.7% | $3,192+56.6% |
| Admin fee / account holder | $1,254 | $4,264-70.6% | $6,269-80.0% | $4,297-70.8% |